PROFESIONALLY MANAGED PORTFO

Watch

Share

CAFX·74316P587·US·ETF·Unknown - Unknown

CAFX (PROFESIONALLY MANAGED PORTFO) is held by 14 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($64M), OSAIC HOLDINGS, INC. ($25.5M), Envestnet Portfolio Solutions, Inc. ($20.4M). Net institutional sentiment: Mixed.

14

Holders

(1 Elite)

$131.7M

Total Value

56% (16)

Consensus

9 buying - 7 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)43

Insider (Form 4)47

Activist (13D/13G)26

Congressional (STOCK Act)37

Holder Quality

25

★★★★★

Elite

37

★★★★

Strong

33

★★★

Solid

71

★★

Below

22

★

Weak

Held by 14 funds

1 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CAFX.

Top Holders

Top Holders (14)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	2.6M(+0.7%)	$64M	0.0%	+6.62%	30
OSAIC HOLDINGS, INC.	Increased	1M(+8.3%)	$25.5M	0.0%	+1.34%	31
Envestnet Portfolio Solutions, Inc.	Decreased	829,071(-0.6%)	$20.4M	0.1%	+4.59%	0
MML INVESTORS SERVICES, LLC	Increased	366,562(+4.0%)	$9M	0.0%	+5.32%	29
LPL Financial LLC	New	140,898	$3.5M	0.0%	+0.05%	37
COMMONWEALTH EQUITY SERVICES, LLC	Increased	104,038(+8.3%)	$2.6M	0.0%	+0.32%	28
CITADEL ADVISORS LLC	Decreased	92,192(-7.8%)	$2.3M	0.0%	+1.52%	0
TRUIST FINANCIAL CORP	Decreased	47,119(-69.7%)	$1.2M	0.0%	+5.50%	0
JANE STREET GROUP, LLC	Decreased	36,849(-63.6%)	$907,591	0.0%	+1.31%	0
GOLDMAN SACHS GROUP INC	Increased	31,885(+62.5%)	$785,328	0.0%	+0.92%	36
Kestra Advisory Services, LLC	Decreased	24,486(-3.3%)	$603,090	0.0%	+6.07%	0
Farther Finance Advisors, LLC	New	14,226	$350,386	0.0%	+0.05%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	12,580	$309,845	0.0%	+0.05%	36
JPMORGAN CHASE & CO	New	8,479	$209,347	0.0%	+0.05%	35
UBS Group AG	Exited	0(-100.0%)	$4,366	0.0%	+1.42%	0
JIJOHNSON INVESTMENT COUNSEL INC	Exited	0(-100.0%)	$431,607	0.0%	+0.29%	0

CAFXPROFESIONALLY MANAGED PORTFO

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STREET SPDR S&P 500 ETF TRUST CL USD INC

286 holders · $340.8B

IVVISHARES CORE S&P 500 ETF

252 holders · $559.6B

QQQINVESCO QQQ TRUST SERIES 1 CL USD INC

237 holders · $121.6B

IWMISHARES RUSSELL 2000 ETF ETF

235 holders · $66.3B

VOOVANGUARD S&P 500 ETF

235 holders · $261.4B

GLDSPDR GOLD TRUST

228 holders · $32.8B

XLFFINANCIAL SELECT SECTOR SPDR

217 holders · $31.4B

XLEENERGY SELECT SECTOR SPDR

216 holders · $17.1B

EFAISHARES MSCI EAFE ETF CL USD INC

214 holders · $46.9B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer